SPECIAL NEEDS TRUST PLANNING

If you have a loved one with special needs, proper planning is imperative to ensure that governmental benefits, such as Medicaid or SSI, are not altered, diminished, or destroyed. Special Needs Planning involves naming someone to manage your loved ones’ personal affairs, as well as managing the legacy that you leave. We work with parents or caregivers to develop well thought-out care plans that provide detailed information and instructions regarding the individual that will require lifelong care. We understand the sensitive and emotional nature of Special Needs Planning and act as the steady hand in assisting families that are faced with putting the structures in place to ensure their loved one is given the same level of care that they themselves would provide, even when they are no longer here to do so.